Complimentary Report

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

unique financial approach

Investment Management Group

Investment Management Group works with friends and neighbors throughout the greater Jacksonville area to help meet their financial goals through the use of insurance and investment products. We are an independent family-owned financial planning firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping keep you on the path to financial security through the use of insurance products.

Contact us at info@plansmart.net or call us at (904) 731-9955 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Helping people make the most of their financial assets is rewarding work. We enjoy guiding our clients as they implement the investment strategies that help them meet their financial and life goals.Investment
Management Group

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Investment Management Group or its representatives is stated or implied.